Thoughts on the Market

After the recent Supreme Court ruling against the Environmental Protection Agency, Democrats appear poised to respond with a budget reconciliation plan that could impact health care, clean energy, and...

13 Juli 20222min

As Europe continues to curtail Russian gas imports, equity markets are preparing for further downturn in European economic growth, but there may be more risks yet to be priced in.Important note regard...

12 Juli 20223min

While stocks have recently rallied, the strength of the U.S. dollar has risen sharply over the past year, presenting a major potential headwind for equities in the coming earnings season.-----Transcri...

11 Juli 20223min

As investors in the internet industry have begun to wonder if online dating platforms will sink or swim in the case of a recession, looking back on the last recession may shed some light on a potentia...

8 Juli 20223min

As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers.-----Transcript-----Welcome to Thoughts...

7 Juli 20224min

As media reports indicate a possible tariff reduction on imports from China, some investors are wondering if this is signaling a return of modest trade barriers and unfettered investment between the U...

6 Juli 20222min

Original Release on June 16th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentimen...

5 Juli 20225min

For the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule. Chief European Equity Strategist Graham Secker an...

1 Juli 20228min